Knowledge (XXG)

Document automation

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34:. These include logic-based systems that use segments of pre-existing text and/or data to assemble a new document. This process is increasingly used within certain industries to assemble legal documents, contracts and letters. Document automation systems can also be used to automate all conditional text, variable text, and data contained within a set of documents. 101:
Simpler software applications that are easier to learn can also be used to automate the preparation of documents, without undue complexity. For example, Pathagoras holds itself out as a 'plain text, no fields allowed' document assembly system. Clipboard managers allow the user to save frequently-used
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Insurance policies and certificates, depending on the type, policy documents can also be hundreds of pages long and include specific information on the insured. Typically, in the past, these insurance document packets were created by a) typing out free-form letters, b) adding pre-printed brochures
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Some of these documents can contain as many as 80 to 100 pages, with hundreds of optional paragraphs and data elements. Document automation software has the ability to automatically fill in the correct document variables based on the transaction data. In addition, some document automation software
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Automation technology may be used in the production of legal documents, such as employment contracts and estate planning documents, potentially with the use of an online interface or decision tree. In large law firms document assembly systems are often used to systemize work, such as through the
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The basic functions are to replace the cumbersome manual filling in of repetitive documents with template-based systems where the user answers software-driven interview questions or data entry screen. The information collected then populates the document to form a good first draft'. Today's more
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large institutions have broadened their services to include legal assistance for their customers. Most of these companies use some element of document automation technology to provide legal document services over the Web. This has been seen as heralding a trend towards commoditization whereby
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c) editing templates and d) customizing graphics with the required information, then manually sorting and inserting all the documents into one packet and mailing them to the insured. The various documents included in one packet could include the following kinds of documents:
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A lot of work can go into putting one packet together. In most policy admin systems, the system will generate some kind of policy statement as a starting point, but might need to be customized and enhanced with other required materials.
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shopping) making it more important than ever to guarantee the correct document is married or associated to the correct order or shipment every time. Software that produces documents are:
41:. Additional benefits include: time and financial savings due to decreased paper handling, document loading, storage, distribution, postage/shipping, faxes, telephone, labor and waste. 206:
of high speed document automation systems that will automatically compare the laser printed document to the order and either insert or automatically apply an enclosed
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industries, it can be used in any industry that creates transaction-based documents. A good example of how document automation software can be used is with
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has the ability to create a document suite where all related documents are encapsulated into one file, making updates and collaboration easy and fast.
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technologies like document automation result in high volume, low margin legal services being ‘packaged’ and provided to a mass-market audience.
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Automation systems allow companies to minimize data entry, reduce the time spent proofreading and reduce the risks associated with
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advanced document automation systems allow users to create their own data and rules (logic) without the need for programming.
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text fragments, organize them into logical groups, and then quickly access them to paste into final documents.
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documents. A typical commercial mortgage transaction can include several documents, including:
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Article: Commoditisation of Legal Services - What It Means for the Future of Legal Practice
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Article: Disrupting Conventional Law Firm Business Models using Document Assembly
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Professor Richard Susskind OBE The Law Society Gazette (Thursday 13 April 2006)
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With the liberalisation of the UK legal services market spearheaded by the
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creation of complex term sheets and the first drafts of credit agreements.
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Article: Why big brand legal services are bad news for solicitors
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Professor Richard Susskind OBE Legal Technology Journal (2006)
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While document automation software is used primarily in the
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Cargo-XML Standards: Modernizing air cargo communication
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A number of research projects have looked into wider
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are major concerns, especially with the increase of
392:Mountain, Int J Law Info Tech., 2006; 0: eal019v1 566:Neil Rose The Guardian (Tuesday 2 November 2010) 540:Article: Braced for the big bang and Tesco law 317:Listing of items insured and insurance amounts 8: 150:(BOL), etc. These documents are usually the 499:"Client services - Distance relationships" 16:Design of systems for electronic documents 242:(other, past references are catalog and 382: 552:A trip to the shops can end in divorce 497:Chamay, Marc-Henri; Widdowson, Jules. 452:. The Law Society of England and Wales 446:"Who's afraid of computer generation?" 478:. Bonhill Group plc. 20 December 2010 472:"How IT is changing the legal sector" 7: 554:. Ellen Kelleher The Financial Times 334:Marketing material (other products) 269:and automation of documents in the 595:Article: From bespoke to commodity 14: 614:Article: The commodities business 110:There are many documents used in 314:State-specific policy documents 30:that assist in the creation of 26:) is the design of systems and 262:and most accounting packages. 1: 190:or semi-automatically using 405:. e-Freight. Archived from 670: 106:In supply chain management 503:Legal Technology Journal 649:Technical communication 644:Supply chain management 585:Sylvia Lowe Law Gazette 528:Legal Services Act 2007 450:The Law Society Gazette 287:Legal Services Act 2007 214:(frequently a flexible 186:is typically performed 180:supply chain management 78:environmental indemnity 220:corrugated fiberboard 164:third party logistics 639:Electronic documents 542:Jon Robins The Times 352:Document composition 184:distribution centers 130:of many types (e.g. 32:electronic documents 654:Workflow technology 372:Turnaround document 331:Company information 114:. They are called: 67:commercial mortgage 20:Document automation 619:2012-03-04 at the 600:2011-01-29 at the 581:2011-07-20 at the 530:legislation.gov.uk 509:on 2 November 2010 367:Template processor 362:Document processor 357:Document modelling 212:shipping container 166:company (3PL) and 59:financial services 277:In legal services 202:. There are some 192:bar code scanners 45:Document assembly 24:document assembly 661: 624: 611: 605: 592: 586: 573: 567: 561: 555: 549: 543: 537: 531: 525: 519: 518: 516: 514: 505:. 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Index

workflows
electronic documents
human error
legal
financial services
risk management
commercial mortgage
promissory note
trust deed
mortgage
guaranty
logistics
invoices
packing lists
forms
reports
MSDS
import
export
delivery
bill of lading
contracts
consignee
consignor
third party logistics
governments
Document
logistics
supply chain management
distribution centers

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